Middle Market Mergers and Acquisitions

Menu

Category Archives: Accountants

A business owner’s exit strategy is an often-overlooked aspect of his or her business plan. As a sell side mergers and acquisitions specialist with Chapman Associates, I constantly field questions from middle market entrepreneurs and business owners on all aspects of selling a business. The following is my response to some common questions from those interested in eventually selling their companies.
1. How do I determine if it’s a good time to sell?
There are two answers to that. If Read More [...]

In this season of witches, ghosts and candy corn, it's a good time to look at the things in your life that cause trepidation and fear.
If you are the long time owner of a small or middle market business, then heading into the year end starting to think of how 2015 might be the year to sell your company most likely isn't something you relish thinking about. Most likely, the sweaty palms and racing pulse isn't being caused by the gremlins and ghoulies coming up the walkway.
One of the things Read More [...]

Last week, Bloomerboomer.com published my article on this this subject.
Bloomerboomer.com provides advice on a variety of subjects to baby boomers who are nearing retirement. They asked me to provide some tips to business owners planning for their retirement (and a sale of their company) in five years.
While you can see the article for all the details, here are the highlights:
1. Institutionalize Your Company's Management Team: Business owners need to move away from the day to day Read More [...]

This week, my Forbes article will be focusing on disputes among business partners.
Business owners often get into trouble when they don't plan for potential disputes with their partners. At the outset of every new business venture, business relationships tend to be all smiles and cheery attitudes. But, every relationship can take a bad turn, and business relationships are no different to personal ones.
Wise business owners plan for these sorts of events in advance. What happens if your Read More [...]

Most likely, your company prepares internal financial statements and then has an outside accountant review them and prepare the tax filings for the company. Is this enough to get through a transaction? The answer is most likely that it is not.
There are three levels of external accounting review: Compilation, Review, and Audit.
Compilation: Compilation is the most basic external review. The accountant assists the company in presenting financial information without undertaking to obtain or provide Read More [...]